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Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
1901
Halbert Hargrove Global Advisors
California
$3.34K +$3.62K +40 New
ECM
1902
Estabrook Capital Management
New York
$3.34K – – –
SWIM
1903
Smallwood Wealth Investment Management
New Jersey
$3.26K – – –
BHWM
1904
Bay Harbor Wealth Management
Maryland
$2.92K +$1.45K +16 +84%
CJ
1905
Caitlin John
Michigan
$2.81K +$3.08K +34 New
PWA
1906
Principia Wealth Advisory
Texas
$2.76K +$272 +3 +10%
NOI
1907
Newton One Investments
Delaware
$2.75K +$91 +1 +3%
TIM
1908
Tortoise Investment Management
New York
$2.67K -$2.26K -25 -44%
DWM
1909
Dogwood Wealth Management
Kansas
$2.59K -$1.9K -21 -40%
CWM
1910
Cedar Wealth Management
California
$2.56K – – –
NCM
1911
Northwest Capital Management
Oregon
$2.53K – – –
FFC
1912
First Financial Corp
Indiana
$2.42K – – –
WWA
1913
Wealth Watch Advisors
Colorado
$2.25K +$2.45K +27 New
TCA
1914
Trifecta Capital Advisors
Illinois
$2.09K – – –
LWA
1915
Lowe Wealth Advisors
Maryland
$2.09K – – –
MLA
1916
MB, Levis & Associates
Pennsylvania
$2.09K – – –
NWM
1917
Nova Wealth Management
Florida
$2.09K +$1.54K +17 +213%
AFWM
1918
Abich Financial Wealth Management
Virginia
$2.09K +$2.26K +25 New
WPA
1919
Wealth Preservation Advisors
Tennessee
$2K -$2.99K -33 -58%
FCG
1920
Financial Connections Group
California
$2K -$6.07K -67 -68%
PWMG
1921
Private Wealth Management Group
New Jersey
$1.92K -$7.16K -79 -77%
GG
1922
Gleason Group
Kentucky
$1.84K -$620K -6,842 -100%
HIW
1923
Holos Integrated Wealth
Pennsylvania
$1.82K – – –
BCPWM
1924
Bradley & Co Private Wealth Management
Florida
$1.75K – – –
AP
1925
Atwood & Palmer
Missouri
$1.67K – – –
75 76
77
78 79